---
title: Manage leads in the pipeline
description: Create leads, view them as a Kanban board, and move them between stages.
---

A lead is an early sales opportunity linked to a person. It moves through the stages of a pipeline (for example New, Contacted, and Qualified) until it becomes an opportunity or is lost.

## View your leads

In the sidebar, open **Leads**. The **Table** view shows each lead's person, company, pipeline, stage, status, score, owner, and source.

![Lead list](/blume-assets/content/docs/screenshots/en/leads-pipeline/01-leads-list.png)

## Create a lead

1. Click **New lead**.
2. Under **Person**, type to search and pick the person. If they don't exist yet, use **Create person** to add them without leaving the form.
3. Check the **Pipeline** and starting **Stage**, adjust the **Score (0-100)**, and optionally fill in **Assigned to**, **Source**, **Campaign**, and **Notes**.

   ![New lead form](/blume-assets/content/docs/screenshots/en/leads-pipeline/02-new-lead-form.png)

4. Click **Create lead**.

## View the pipeline as a board

Choose the **Kanban** view. Each column is a pipeline stage and shows how many leads it has.

![Leads in the Kanban view](/blume-assets/content/docs/screenshots/en/leads-pipeline/03-kanban.png)

## Move a lead to another stage

1. In the **Table** view, click the lead's row to open the quick view.
2. Under **Transition stage**, choose the new stage. You'll see the message **Stage updated.**

   ![Change the stage from the quick view](/blume-assets/content/docs/screenshots/en/leads-pipeline/04-move-stage.png)

:::tip
Clicking the person's name opens the lead's full record; clicking anywhere else on the row opens the quick view. In the quick view you can move to the previous or next lead with the arrows.
:::

:::note
When your organization has an opportunity pipeline, the quick view of an open lead offers **Convert to opportunity**, which creates the opportunity linked to the company you choose.
:::